Memory market has a special problem, it's usually on a boom and bust cycle, and so the actual factories don't want to overbuild capacity to get chips they cannot sell in 2-3 years when the "bust" part of the cycle comes.
Maybe AI is here to have changed that for the better, but we'll see if the hype dies down or we just ride through it and memory really never comes back to regular pricing
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Memory market has a special problem, it's usually on a boom and bust cycle, and so the actual factories don't want to overbuild capacity to get chips they cannot sell in 2-3 years when the "bust" part of the cycle comes.
Maybe AI is here to have changed that for the better, but we'll see if the hype dies down or we just ride through it and memory really never comes back to regular pricing